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FINANCIAL PLANNING...OUR APPROACH

GETTING TO KNOW YOU

We take time to understand your situation and aspirations. Typically this includes an initial conversation during which we will clearly explain how we charge for our services.

 

This stage of the process is entirely at our expense and with no obligation.

UNDERSTANDING YOUR GOALS AND CREATING YOUR BESPOKE FINANCIAL PLAN

We’ll gather information from you and your current providers about your financial situation and create a Fact Find document. We will utilise this information combined with your objectives to create a bespoke Initial Strategic Review. This document provides our recommendations for your next steps.

IMPLEMENTING YOUR PLAN

Following your instruction, the Culverhouse & Co team carry out the recommendations in the Initial Strategic Review. For example establishing or switching a pension, or helping your savings to work harder for you.

KEEPING AN EYE ON THINGS

Most clients require us to closely monitor their investments an ongoing basis. You can log in to our secure online Personal Finance Portal that allows you to see your full financial picture 24/7. Our ongoing reviews are carried out at regular intervals pre-agreed with our clients and ensure your investments remain appropriate and in line with your risk profile. As well as formal monitoring we pride ourselves on always being at the end of the phone to talk with you about your financial plan, should you wish to do so.

Would you benefit from a Financial Planning 'health check'?